Jason M. Lombardo

Director

Jason is determined to help his clients find clarity, education, and the confidence necessary to carry out their financial and personal goals. He loves what he does, and he’s grateful for the families and individuals he helps with their financial journey.

Prior to 2006, Jason served in the United States Air Force as an Intelligence Officer in Operations Enduring and Iraqi Freedom. He has been married to his wife Sheree for 28 years. They have two children, Cade and Sarah along with their dogs, Beau and Lady.  Jason is a native of Pensacola, FL and loves everything the Florida panhandle has to offer. His interests include boating, travel, exercise and spending time with his family and friends. He currently serves on the Manna Food Bank Board of Directors. He has volunteered extensively as a coach and supporter of his children’s youth and high school sports programs. He also attends Upper Room Church on Pensacola Beach.

Jason started his career with A.G. Edwards in 2006 which eventually became what is now Wells Fargo Advisors.  He is currently the Managing Director and an Owner of Premier Coast Advisors, part of the Wells Fargo Advisors Financial Network (WFAFN).  His professional registrations include the Series 7, Series 24, Series 66 as well as the Health, Variable and Life insurance license.  Jason and his team have been named by Forbes 2023 Best-In-State Wealth Management Teams and 2024 Forbes Best-In-State Wealth Management Teams (Florida).

2024 Forbes Best-In-State Wealth Management Teams: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).
2023 Forbes Best-In-State Wealth Management Teams: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).
The Forbes Best-in-State Wealth Management Teams  rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

Joshua has been a Financial Advisor with Wells Fargo Advisors and its predecessor firms since 2004. He currently holds the title of Director and is an Accredited Asset Management Specialist. He has earned the distinction of Platinum Council* with Wells Fargo Advisors Financial Network  in 2015-2020. He was named by Forbes as a 2019 Best-in-State Wealth Advisor**.

Joshua graduated from Escambia High School and studied economics at the University of the South in Sewanee, Tennessee. He is married to Rachel, and they have two daughters, Zella and Emerson. He tries to stay active through exercising and tinkering on old cars – luckily, in his own words, he is a better Financial Advisor than he is a mechanic.

CA Insurance License 0I20895

Resident State FL

SD Insurance (Lic. #40521295)


* The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism.  Additional criteria, best practices, and team structure may also be used to determine recipients.

** 2019 Forbes Best-in-State Wealth Advisors:  Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source:  Forbes.com)  The Forbes Best-in-State  Wealth Advisors  rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC.  Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Todd began his career as a Financial Advisor in 2008 at Wachovia Securities which eventually became Wells Fargo Advisors. He is currently a Director with Premier Coast Advisors, Wells Fargo Advisors Financial Network (WFAFN) and holds the CERTIFIED FINANCIAL PLANNER® professional designation. Todd also holds a Bachelor’s Degree in Finance from the University of West Florida. Todd takes a comprehensive approach in providing financial advice for individuals and families. Todd has earned the distinction of Platinum Council* with Wells Fargo Advisors Financial Network from 2018-2022.

Todd is a native of Warwick, Rhode Island. Away from work, Todd likes to stay active both mentally and physically. He enjoys cooking, tennis, golf and travelling with his family. He lives in Panama City Beach with his wife, Kali, and their two children, Loston and Annabelle. He previously served on the investment committee for the University of West Florida Foundation Board, where he provided valuable insight and guidance for the assets within the Foundation. He also served as the Treasurer for the Tau Kappa Epsilon Alumni Association, Tau Psi Chapter at the University of West Florida. In this role, he helped manage the finances for the Alumni Association.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following:  completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Bryan, wife Cassandra (Cass) and their two sons, Jackson and Bryson, live in Pace, FL and are active with the Pace High School Parent Teacher Student Organization and the Pace High School basketball program.  Bryan enjoys fishing and golf in his leisure time.

Bryan graduated from the University of North Carolina at Charlotte with a BS degree in Finance.  He also served 13 years in the US Army as an Intelligence Analyst and Finance Officer.

Bryan is a graduate of the General Electric Financial Management and Junior Officer Leadership Programs, and worked 13 years as a finance manager at GE Energy.  He was also the Corporate Controller at Wrench Group, LLC in Atlanta, GA for two years.

Doug began his career as a Financial Advisor in 2023 with Premier Coast Advisors, where he developed his fundamental investment knowledge. Doug takes a comprehensive approach in providing financial advice for individuals and families.

In 2024 Doug earned the Chartered Retirement Planning Counselor℠ designation to better serve his clients.  Doug also holds a bachelor’s degree in mathematics from The Huntingdon College.

Before joining the financial industry, Doug worked as an educator in Panama City for Bay District Schools, and in Troy, AL at Charles Henderson High School. He spent 14 years working with educators, administrators, and students in different roles.

 Away from work, he is active in the community as a coach for the City of Panama City Wee Ball League, a member of the Kiwanis Club of Panama City, and a member of the Krewe of St. Andrews. Also, outside of the office Doug likes to play Golf, Fish, Hunt, and travel with his family. He lives in Panama City with his wife Janae, and their two children, Trace and Tucker.

Nathan began his career with Edward Jones Investments in 2013 and joined Wells Fargo Advisors in 2016. In 2020, he earned the Retirement Income Certified Professional® designation* (RICP®). His true passion as a Financial Advisor is engaging with clients who have worked hard their entire lives to create wealth and helping them preserve it, both for today and for future generations.

Prior to becoming a Financial Advisor, Nathan attended The University of South Alabama where he earned a Bachelor of Science degree in finance. He also served five years on active duty (2001 – 2006) with the United States Marine Corps and attained the rank of Sergeant. He proudly served in Afghanistan in 2004 with Marine Air Control Squadron Two and was honorably discharged in 2006. Immediately following his discharge from the Marine Corps, he left for Kuwait where he worked as a civilian supporting the Global War on Terrorism in both Iraq and Kuwait from 2006 – 2007.

A native of Daphne, Alabama, Nathan now resides in Pensacola with his wife, Charisse. They have two sons, Charlie and Alex, and spending time with family is their top priority. Together they enjoy fishing, going to the beach, and appreciating the fun activities Pensacola has to offer.

 

CA Insurance License 4263406

Resident State FL

* The RICP designation provides advisors with knowledgeable advice on a broad range of retirement topics, including the proper use of annuities, mitigation of risks to retirement income planning, estate planning strategies, Social Security, health insurance, and income taxation. RICP designees must also agree to meet ongoing continuing education requirements.

Angie is a Senior Registered Practice Administrator and has been in the financial industry for 25 years.

She grew up in Dallas, Texas and attended the University of North Texas.  She holds her Series 7 and Series 66 registrations.  Angie has two adult children, Jordan and Mackenzie, who are both Pensacola residents.

In her spare time, she enjoys quilting, knitting, baking and caring for her beloved long-haired miniature dachshund, Artie. 

Laura started her career as cashier in 1993 at A.G. Edwards & Sons, Inc. which eventually became Wells Fargo Advisors. She is currently a Senior Practice Administrator with Premier Coast Advisors, Wells Fargo Advisors Financial Network (WFAFN). She holds multiple operations certifications and has over 29 years’ experience in the securities industry.

She supports the team by opening and servicing accounts, processing paperwork, and strives to ensure that clients administrative and operational needs are handled promptly and accurately. Laura is committed to maintaining an organized and professional environment to allow Todd to concentrate on his client’s investment planning needs.

Laura is a native of Highland California. Away from work, she likes to garden and cook. She currently resides in Panama City with her son, Wiley.

Serving clients and assisting them with their financial needs is a rewarding aspect of Kim’s career.  She cherishes her friendships and loyalty with clients and is passionate about her clients’ financial future.  Kim began working with Joshua Trahan in May 2011 and strives to keep the team well-balanced.  She has worked in the financial industry since 1998 when she started working with A G Edwards & Sons and helped open the Legg Mason branch in Pensacola in April 2000 before her team moved to Wachovia Securities in 2006 which subsequently became Wells Fargo Advisors. 

Kim was born in Morgan City, Louisiana and moved to Pensacola Beach with her dad, mom and younger twin sisters when she was six years old.  She grew up on Pensacola Beach and played soccer and softball at the Gulf Breeze Sports Association. Kim attended Pensacola Catholic High and Pensacola State College. She and her husband Ryan, enjoy working in their garden and going to the beach to relax and spend time together.  Kim prioritizes staying close with her family and visits her parents, sisters, niece and nephews as often as she can.